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Date Ranges and Forecast Inclusion

Set your date ranges and which fund types to include in the Forecast. 

  1. Navigate and click the account button.

  2. Click on “Account Settings” button > “Forecast” tab > “Parameters” tab.

  3. Go to “Date ranges and forecast inclusion” section.

  4. To set up the forecast inclusion: Check or uncheck the “include in Forecast” checkbox at the same level of the fund type. If checked, it’s included. Otherwise, it isn’t.

  5. To set up the date ranges: Click on the dropdown found in the “Date range” column and select any of the available options: Buy-in or In-store.